Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Richfield, OH

Every SEC-registered financial advisor at a firm office in Richfield who lists the Certified Financial Planner designation, A to Z.

12 CFP professionals work in Richfield; the most are at Charles Schwab & Co., Inc. (3). 11 are also registered broker representatives.

CFP advisors in Richfield, A to Z

Every advisor in Richfield →

Anthony R. AnaterCharles Schwab & Co., Inc. · Certified Financial Planner
Brian M. DavisLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
James M. GehringCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Justin D. HamlinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Jordan HowdValmark Advisers, Inc. · Certified Financial Planner
William C. MatthewsSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jacob S. MertonSikich Financial · Certified Financial Planner
David R. MinichValmark Advisers, Inc. · Certified Financial Planner
Gavin R. ShindeldeckerCharles Schwab & Co., Inc. · Certified Financial Planner
Ryan M. VollweilerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Karen M. WagnerCharles Schwab & Co., Inc. · Certified Financial Planner
Matthew J. ZeppSchwab Wealth Advisory, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Richfield

Charles Schwab & Co., Inc. 3 Schwab Wealth Advisory, Inc. 3 Cambridge Investment Research Advisors, Inc. 2 Valmark Advisers, Inc. 2 Davis Wealth Management, LLC 1 LPL Financial LLC 1 Sikich Financial 1 Wayne D. Minich & Company, Inc. 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401 Columbus 271 Cleveland 106 Dublin 103 Akron 98 Westlake 61 Beachwood 41 Dayton 41 Toledo 34 Independence 29 Westerville 29 Maumee 28 Pepper Pike 24 Mansfield 20 West Chester 20 Canton 18 Worthington 18 Centerville 17 Beavercreek 15 Canfield 15 Uniontown 15 Hudson 14 Loveland 14 Miamisburg 14

Questions

How many CFP financial advisors are in Richfield, OH?

12 SEC-registered investment adviser representatives at firm offices in Richfield, Ohio list the CFP designation; Charles Schwab & Co., Inc. employs the most of them (3).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Richfield?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.